Latest Jan data highlights cyclical downturn across the board including #liquidity pic.twitter.com/UCc6T7fctZ
— CrossBorder Capital (@crossbordercap) January 19, 2022
On target piece by @FedGuy12. Markets should really worry if Bostik’s $100b monthly QT figure is real. Flattening YC is a warning! https://t.co/Ne8TCU6q3H
— CrossBorder Capital (@crossbordercap) January 18, 2022
#Chinese People's Bank #Liquidity typically strongest in Dec and Jan: Latest December data show a 14.4% annualized drop!! Beware …see PBoC chart pic.twitter.com/N5Ee5hp0ce
— CrossBorder Capital (@crossbordercap) January 17, 2022
We are all sitting waiting for #China to stimulate. Not happening yet… https://t.co/AcXnAZsnYX
— Stephen Mitchell (@Mitchkew) January 18, 2022
Oil was already down -27% this past November, a bear market, which is why I don't get the excitement. It's just now back to the late Oct. high.
This is oil's highest volatility at a rally high, since 2011.
Each time, oil subsequently crashed. pic.twitter.com/8nfgmuCCzE
— Mac10 (@SuburbanDrone) January 19, 2022